Data Migration for Insurance Agencies

Data migration is less daunting with experienced data analysts and top-of-the-line customer service.

Data migration refers to the process of moving one’s data to a new location. In the life and health insurance industry, this often happens when switching management software.

The primary type of data migration is a data import. This occurs when the data is downloaded into a large file (.CSV in AgencyBloc’s case), then uploaded and populated in the new system.

The second type is a custom migration. Custom migrations are usually used for systems that cannot feasibly download all of the data into a spreadsheet—i.e., large books of business or homegrown solutions without download options. Our team will work closely with you to determine which type of data migration fits your data and needs.

With over a decade of experience, AgencyBloc’s team is here to make your migration efficient and secure. We offer guidance and best practices to get you up and running faster. Learn more about the AgencyBloc Experience and what life is like as a Member of The Bloc.

Security of Data Migration to AgencyBloc

Security is a crucial element in the protection of your sensitive data. At AgencyBloc, our security measures cover data while it’s in-transit and at-rest in the system. At-rest refers to data that is not in motion, like previously uploaded data. In-transit data is data currently being moved, like via an import. Review AgencyBloc’s security principles to see how and where your information is protected.

Data Migration Experience in AgencyBloc

From deciding the best option for migration with our sales team to partnering with our onboarding and data specialists during the migration, we’re here to help make your transition a success. We’ve led migrations from a variety of platforms, including but not limited to:

Salesforce
Vertafore
Zywave
Gen4
SugarCRM
Zoho
Microsoft Dynamics
Hawksoft
ACT
EZLynx
Paper & spreadsheets
Homegrown Solutions

Case Study

Altura Benefits

Learn more about Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore.

Data Management & SecuritySecure your business with an industry-specific CRM that keeps your data safe and supports you from anywhere.

Looking for more? Explore our suite of industry solutions.

Sales Enablement

AgencyBloc's industry-specific sales enablement tools help your agency create efficiencies, track your success, and, ultimately, sell more.

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Quoting & Proposals

Quote+, an AgencyBloc solution, is an all-in-one quoting and proposal tool brokers can use to streamline client servicing and retention.

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Commissions Management

AgencyBloc's Commission Module creates a comprehensive view of your data so you can reduce time spent processing commissions and quickly identify missed income from carriers.

Learn More

Data Migration for Life and Health Insurance Agencies